Personal Investments • What happened to Vanguard's Portfolio Watch?
I'm reading "The Boglehead's Guide To Investing." On page 203, under the subhead, "How to track your portfolio," the book mentions Vanguard's Portfolio Watch, a free service online. I am unable to...
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Personal Finance (Not Investing) • Where to park 150k for 2-3 years
Does your plan have flexibility? If so, you could take risk and invest more tax efficiently. One thing I've noticed is that 2-3 year plans have a significant error band, though not as much as 5 year...
View ArticlePersonal Investments • Dividend Question - Pls help me understand for taxable
If qualified dividends are taxed at capital gains rate, and I'm at the 15% LTCG rate, isn't that going to get very expensive very quickly? E.G., this year I had $1,134 in qualified dividends from not...
View ArticlePersonal Investments • Max solo 401k contribution limits if maxing W2...
If I max out my W2 job 401k employEE contributions for 2023 of 22,500 (under 50), what is the theoretical maximum I could contribute to a solo 401k using just employER contributions (assuming 1099...
View ArticlePersonal Consumer Issues • Auto insurance suddenly cancelled: typical of this...
So I got tired of the increases in auto insurance for no apparent reason in December...every 6 months Progressive would increase rates.This is a policy for 2 cars full coverage, both Hyundais....older...
View ArticlePersonal Finance (Not Investing) • FIRE-ing In, Quitting versus Getting...
I'll sign whatever HR wantsAbsolutely do not do this without understanding and knowing every implication of what it means. HR is not your friend. HR is not there to make your transition easier. HR is...
View ArticlePersonal Finance (Not Investing) • House purchase questions
Just to followup on this (for those potentially interested): I was prepared to make an offer roughly 12 hours after we saw the house. By that time, another offer was already accepted, only 14 hours...
View ArticlePersonal Consumer Issues • Find it confusing to leverage AOTC - 529
529 funds were paid to me and not directly to the school. But I am still at a loss on how to use 1098-T information to get accurate AOTC credit ~1400 and not 2500$.Statistics: Posted by...
View ArticlePersonal Investments • What bonds should I hold for a unique situation?
I do not want to minimize taxes.Wait..what? Are these in a tax-deferred account?The vast majority of my portfolio is in a taxable account. I hope to expand my tax deferred space aggressively in the...
View ArticlePersonal Finance (Not Investing) • Advice on Paying for Care of Elderly Uncle
This is going to be some tough love. Unless your uncle actually meets the criteria, a conservatorship is out of the question. It doesn’t sound like he does. He’s just obstinate. Look, he doesn’t...
View ArticleInvesting - Theory, News & General • April 2024 TIPS
The only reasons I can think of for not selling all of my remaining Apr 2024s at a price more than 100 to buy longer maturity TIPS to help complete my ladder is that yields on the longer TIPS could go...
View ArticleInvesting - Theory, News & General • Dot.Com Era/AI Era?
Companies being pumped actually make money. NVDA had a great quarter.So did Cisco, and continued to do so far two decades Too bad about the price being paidStatistics: Posted by Nathan Drake — Mon Feb...
View ArticlePersonal Finance (Not Investing) • Home Self Insure or Not
Thank you, I have filled out free evaluation report with maximum solution. Waiting for them to give me a proposal. Maximum solutions provides their own wind mitigation report? That sounds like...
View ArticleInvesting - Theory, News & General • HEDGEFUNDIE's excellent adventure...
After thinking about it for a while (writing pluses and minuses, how big my regret would be in old age in best/worst case scenarios and then tearing the list and letting my gut decide) I decided to...
View ArticleInvesting - Theory, News & General • Can you do better than BND?
While widely accepted, that definition of 'risk free' doesn't make any sense to me for 30 year nominal bonds due to interest rate / inflation sensitivity not being accounted for. Yes, you get what you...
View ArticlePersonal Finance (Not Investing) • Trust after death question
Probating a Will is not difficult in Florida. Why are you concerned about it?The guardian has nothing to do with setting up the trusts under your Will. Your personal representative will distribute...
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Personal Finance (Not Investing) • Retiree Portfolio Model
BigFoot48, I finally had time to sit down this morning and test this out. I entered a spouse receiving what I now receive in SS survivors benefits from now until 70, and then started my own full...
View ArticlePersonal Investments • Where can I see a chart of 7-day SEC yields on SWVXX?
Would a "growth of" chart be meaningful to you? It would included reinvested distributions. Morningstar.com has them.Statistics: Posted by livesoft — Mon Feb 26, 2024 4:24 pm — Replies 1 — Views 44
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Personal Investments • Advice Requested on Re-Balance of Retirement Portfolio
I agree that holding the exact same funds in taxable and the IRAs makes avoiding wash sales more difficult. For that reason, I just don't do that because I never want to give even 1 minute's thought...
View ArticlePersonal Investments • Bank’s savings account vs. US treasuries
is there any reason to put cash into savings account vs. buying short term treasuries, other than the liquidity advantage? FWIW, I don't put money in short term treasuries because I have an ethical...
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